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Spectrum Planning & Advisory Services’s Eli Lilly LLY Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Hold
235
– – 0.13% 92
2026
Q1 		$216K Buy
235
+1
+0.4% +$1.01K 0.11% 106
2025
Q4 		$252K Buy
+234
New +$224K 0.13% 99

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Spectrum Planning & Advisory Services's LLY Position: Q2 2026 in Review

Spectrum Planning & Advisory Services held its Eli Lilly (LLY) position steady in Q2 2026 at 235 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #92.

Spectrum Planning & Advisory Services first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Spectrum Planning & Advisory Services held 235 shares of Eli Lilly worth $282K as of Q2 2026.
  • Spectrum Planning & Advisory Services left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.13% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #92 holding.
  • Spectrum Planning & Advisory Services first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.